Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Belpointe Prep, LLC Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 248,780 shares of OZ stock, worth $15.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
248,780
Previous 251,255 0.99%
Holding current value
$15.1 Million
Previous $16.3 Million 2.62%
% of portfolio
0.32%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$60.0 - $66.99 $148,500 - $165,800
-2,475 Reduced 0.99%
248,780 $15.9 Million
Q2 2025

Jul 21, 2025
SELL
$58.56 - $71.01 $25,942 - $31,457
-443 Reduced 0.18%
251,255 $16.3 Million
Q1 2025

May 08, 2025
SELL
$60.5 - $78.04 $280,780 - $362,183
-4,641 Reduced 1.81%
251,698 $16.2 Million
Q4 2024

Jan 21, 2025
SELL
$63.55 - $80.07 $373,610 - $470,731
-5,879 Reduced 2.24%
256,339 $19.8 Million
Q3 2024

Oct 31, 2024
SELL
$58.0 - $72.4 $11,310 - $14,118
-195 Reduced 0.07%
262,218 $18.1 Million
Q2 2024

Aug 09, 2024
SELL
$57.01 - $63.47 $485,440 - $540,447
-8,515 Reduced 3.14%
262,413 $15.2 Million
Q1 2024

May 06, 2024
SELL
$46.66 - $74.0 $196,391 - $311,466
-4,209 Reduced 1.53%
270,928 $16.5 Million
Q4 2023

Feb 06, 2024
BUY
$65.0 - $83.94 $8.38 Million - $10.8 Million
128,932 Added 88.19%
275,137 $21.3 Million
Q3 2023

Nov 02, 2023
SELL
$82.1 - $91.02 $10.5 Million - $11.6 Million
-127,357 Reduced 46.56%
146,205 $12.5 Million
Q2 2023

Aug 11, 2023
SELL
$85.49 - $94.3 $701,188 - $773,448
-8,202 Reduced 2.91%
273,562 $23.8 Million
Q1 2023

May 09, 2023
BUY
$92.33 - $98.5 $2.22 Million - $2.37 Million
24,025 Added 9.32%
281,764 $26.4 Million
Q4 2022

Feb 07, 2023
BUY
$87.03 - $100.05 $1.54 Million - $1.77 Million
17,712 Added 7.38%
257,739 $25.8 Million
Q3 2022

Nov 02, 2022
BUY
$84.45 - $100.68 $304,357 - $362,850
3,604 Added 1.52%
240,027 $24 Million
Q2 2022

Aug 02, 2022
SELL
$96.41 - $100.63 $78,381 - $81,812
-813 Reduced 0.34%
236,423 $23.1 Million
Q1 2022

May 13, 2022
BUY
$78.09 - $100.0 $882,807 - $1.13 Million
11,305 Added 5.0%
237,236 $23.7 Million
Q4 2021

Feb 14, 2022
BUY
$99.81 - $160.5 $22.6 Million - $36.3 Million
225,931 New
225,931 $22.6 Million

Others Institutions Holding OZ

# of Institutions
51
Shares Held
1.46M
Call Options Held
0
Put Options Held
0
View Full List

About Belpointe PREP, LLC

OZ Quotes by TradingView
  • Ticker OZ
  • Exchange NYSE
  • Sector Real Estate
  • Industry Real Estate—Development
  • Shares Outstandng 3,413,450
  • Market Cap $207M
  • Description
  • Belpointe PREP, LLC focuses on identifying, acquiring, developing or redeveloping, and managing commercial real estate properties in the United States. It also intends to invest in and manage a real estate-related assets, including commercial real estate loans and mortgages; and debt and equity securities issued by other real estate-related comp...
More about OZ
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